Raya Chope

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Client Service Associate

Client Service Manager - Technical Specialist

 

Raya Chope is a Client Service Manager - Technical Specialist and Financial Paraplanner Qualified Professional™ at Center for Financial Planning, Inc. She works closely with Senior Financial Planner, Matt Trujillo, to provide exceptional service to The Center’s clients.

Raya joined The Center in 2014. Raya’s responsibilities include overseeing the client service side of relationships, including account opening and maintenance and financial planning support. After finishing up her Bachelor’s degree, Raya is now focused on studying for securities license exams. She is also interested in growing her education in the field of investments and behavioral finance.

Raya is a member of The Center’s Health & Wellness Committee and enjoys coming up with innovative, friendly competitions to promote healthier team habits.

Raya is an animal lover who loves an adventure! When not traveling, Raya enjoys photography, a good IPA, and spending as much time with family and friends as possible. Raya enjoys staying physically active, although she is also known to be the first in the food line at lunchtime around here.

EDUCATION:

  • Bachelor’s degree, Business Finance, Walsh College

LICENSING & CERTIFICATIONS:

  • Financial Paraplanner Qualified Professional™ (FPQP®)